Practice Snapshot
How I Help:
Financial Planning
Qualified Plan Implementation
Retirement Planning
Risk Management
Small Business Planning
Succession Planning
Who I Help:
- Families
- Small Businesses
About Me:
Jay Cutler is proud of his 25 years of experience in the financial services industry. He specializes in retirement income planning, education planning, investment and risk management strategy, and cash flow management. He provides fee-based planning and wealth management services to our clients.
Prior to joining The Jamrog Group in 2021, Jay was a wealth management advisor at Charter Oak Financial, as well as Assistant Vice President at Merrill Lynch.
Outside of the office, Jay serves as the President of the Windsor Locks Soccer Club.
A lifelong resident of Windsor Locks, Connecticut, Jay resides there with his wife and two children. When he’s not working, he is either out for a run or coaching his kids’ soccer teams.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.